Our Services
One-Time Services
Books catch-up
Catch-up bookkeeping involves reviewing transactions and ensuring correct recording, preparing financial statements, and reconciling. We can help you get ahead, whether you're a month or years behind. We specialize in QuickBooks Online and Xero catch-ups to help you get back on track.
Books clean-up
Our QuickBooks Online or Xero clean-up services organize your accounts and categorize transactions for tax day. With our QuickBooks Online or Xero clean-up services, we evaluate your financials, determine where to start, and begin the clean-up process.
QuickBooks Online/Xero account Set-up
Overwhelmed by having to set-up QuickBooks Online or Xero? We’ll tailor your chart of accounts (CoA), connect your bank accounts, and set up everything from A/R and A/P to fixed assets and, more.
General Bookkeeping Services
Monthly Bookkeeping Packages
Features | STARTER | BASIC | ADVANCED | PREMIUM |
|---|---|---|---|---|
Unlimited transactions | ✓ | ✓ | ✓ | ✓ |
Monthly reconciliations | ✓ | ✓ | ✓ | ✓ |
Email support (Business day/s) | 3 | 3 | 2 | 1 |
Bank and/or Credit Card accounts | Up to 1
| Up to 2
| Up to 3
| Up to 5
|
Financial reports | Quarterly | Monthly | Monthly | Monthly |
Monthly meeting
| – | – | ✓ | ✓ |
*All services tailored to your needs
*QuickBooks Online and/or Xero monthly subscription not included
Quarterly Bookkeeping Services
For the entrepreneur. Your income is not consistent due to the nature of the business taking on large projects that last several weeks.
- Unlimited transactions
- Monthly reconciliations
- Email support
- 1 Bank account
- Quarterly financial reports
Other Services
- Receipt management
-
- Collect receipts
- Organize them in a Google Drive folder
- Attach them to their corresponding transaction in QuickBooks or Xero
- Monthly bank reconciliations
- Financial reports for management and tax purposes
- CPAs/Accountants Services – Outsourced bookkeeping for CPAs